Inventory Droid Pro

44
Inventory Droid Pro Version 1.00 User Guide 20120116

Transcript of Inventory Droid Pro

Page 1: Inventory Droid Pro

Inventory Droid Pro Version 1.00

User Guide 20120116

Page 2: Inventory Droid Pro

Inventory Droid Pro

2 | P A G E

1. Overview ..................................................................................................................... 4 1.1. General Introduction ......................................................................................... 4 1.2. Getting Started with Inventory Droid Pro ........................................................ 4

2. Manage a Register....................................................................................................... 5 2.1. Create a Register ............................................................................................... 5 2.2. Clone Settings Only .......................................................................................... 7 2.3. Clone Settings & Data ...................................................................................... 8 2.4. Delete a Register ............................................................................................... 9

2.5. View Total Assets Summary of all Registers ................................................... 9 2.6. View Assets Summary of a Register .............................................................. 11 2.7. Export Register ............................................................................................... 13 2.8. Import Register ............................................................................................... 13

3. Inventory Management ............................................................................................. 13

3.1. Add New Items ............................................................................................... 14

3.1.1. Add Items using Barcode Scanner .............................................................. 14 3.1.2. Add items manually .................................................................................... 15

3.1.3. Add UPC manually OR using external Bluetooth Scanner ........................ 16 3.2. Managing Existing Items ................................................................................ 17 3.3. View Item list ................................................................................................. 18

3.4. Search Items ................................................................................................... 20 3.5. Delete an Item ................................................................................................. 20

3.6. Edit an Item .................................................................................................... 21 3.7. View a Photo Image ....................................................................................... 22 3.8. Add a Photo Image to an Item ........................................................................ 23

3.9. Add an Existing Photo to an Item ................................................................... 24

3.10. Remove an Image ....................................................................................... 24 3.11. Get Item Retail Price ................................................................................... 25 3.12. Copy an Item to another Register ............................................................... 25

3.13. Copy an Item to another Category .............................................................. 27 3.14. Change Quantity ......................................................................................... 29

3.15. Delete an Item ............................................................................................. 31 4. Location Management .............................................................................................. 32

5. Category Management .............................................................................................. 32 5.1. Create a Category ........................................................................................... 32 5.2. View Category ................................................................................................ 35 5.3. Rename a Category ......................................................................................... 36 5.4. Delete a Category ........................................................................................... 37

5.5. View Summary of Total Assets in a Category ............................................... 37

6. Register Settings ....................................................................................................... 37

6.1. Set the General Settings of a Register ............................................................ 37 6.1.1. Select default Currency ............................................................................... 39 6.1.2. Default Image Size ...................................................................................... 39 6.2. Set the List Settings of a Register ................................................................... 40 6.2.1. Align Items.................................................................................................. 40 6.2.2. List Register Items with Second Column of Your Choice. ........................ 41 6.3. Manage Item Fields ........................................................................................ 42

Page 3: Inventory Droid Pro

Inventory Droid Pro

3 | P A G E

7. Retail and UPC Search Options ................................................................................ 42

8. Custom Barcode Scanning ........................................................................................ 43 8.1. In General ........................................................................................................... 43 8.2. Creating Custom Barcode .................................................................................. 43

8.3. Scanning Custom Barcode ................................................................................. 44

Page 4: Inventory Droid Pro

Inventory Droid Pro

4 | P A G E

1. Overview

The User Guide provides the full functionality required to assist users navigate through

features of Inventory Droid Pro. This manual explains the features and functions in the

application in a step-by-step manner, enabling the users to use Inventory Droid Pro with

ease.

1.1. General Introduction

Inventory Droid Pro is an android phone application that is used to manage inventory.

Inventory Droid Pro can handle multiple inventories called “Registers” (ex: Office,

Hardware Shop, Home goods…etc.). Items inside each inventory Register are

categorized. (Ex: memory, hard disk etc.., or no category at all). In simple terms it is a

data base of items available in stock.

Inventory Droid Pro can be used as a business inventory tool, a stock logger, a

Book/CD/DVD cataloger, asset manager for insurance purposes, and many more…

With Inventory Droid Pro all items are stored in cloud storage on a SSL secure website

which can be shared in realtime by multiple Inventory Droid Pro applications running on

different phones or with the Inventory Web Pro browser-based website.

1.2. Getting Started with Inventory Droid Pro

Tap the Inventory Droid Pro icon in Android phone desktop, to gain access to the

Inventory Droid Pro Application. If you have already created an account and subscribed

to a plan on www.InventoryWebPro.com, use the username and password to login to

your list of registers on that account and tap a Register Name to access or Press menu

button to create a new Register.

Page 5: Inventory Droid Pro

Inventory Droid Pro

5 | P A G E

If you have not already created an account and subscribed to a plan, do so by visiting

www.InventoryWebPro.com and clicking on "Sign up"

Create a Register

2. Manage a Register

You can create, clone, and view Register details as required.

2.1. Create a Register

To Create a New Inventory Droid Pro Register:

1. Press Menu Button

2. Tap on New Register

3. Type Register Name

4. Tap on Create .The created Register is displayed in the main window.(see

Figure1 and 2)

Page 6: Inventory Droid Pro

Inventory Droid Pro

6 | P A G E

Figure1

Figure2

Page 7: Inventory Droid Pro

Inventory Droid Pro

7 | P A G E

Note:

You can create multiple Registers under one user register.

2.2. Clone Settings Only

Clone Register Settings Only allows a user to create a duplicate of a Register – less the

items themselves. The clone register is a replica of the original register - containing the

same information stored in the original register - e.g. Categories, Custom fields, etc.

To Clone Register:

1. Press and Hold on Register name which you want to clone

2. Select Clone Settings Only from Manage Register list. (Figure 4)

3. Type Register name

4. Tap create .The cloned register will be displayed in the main window

Figure 4

Page 8: Inventory Droid Pro

Inventory Droid Pro

8 | P A G E

2.3. Clone Settings & Data

Clone Register Settings & Data allows a user to create a duplicate of a Register –

including all items in that register. The clone register is a full replica of the original

register - containing the same information stored in the original register - e.g. Categories,

Custom fields, item data, photos,..etc.

To Clone Register:

1. Press and Hold on Register name which you want to clone

2. Select Clone Settings & Data from Manage Register list. (Figure 5)

3. Type Register name

4. Tap create .The cloned register will be displayed in the main window

Figure 5

Page 9: Inventory Droid Pro

Inventory Droid Pro

9 | P A G E

2.4. Delete a Register

For security reasons, this option is only available through Inventory Web Pro.

2.5. View Total Assets Summary of all Registers

Total assets displays information such as Total cost of assets, total items, total quantity

etc... for all Registers.

To view Total Assets:

1. Start Inventory Droid Pro

2. Press Menu

3. Tap on Total Assets. Spreadsheet of total Assets of all registers will be

displayed. (Figure 5)

Page 10: Inventory Droid Pro

Inventory Droid Pro

10 | P A G E

Figure 5

Figure 6

Page 11: Inventory Droid Pro

Inventory Droid Pro

11 | P A G E

2.6. View Assets Summary of a Register

Register assets displays information such as Total cost of assets, total items, total quantity

ect… of a Register.

To view Register assets:

1. Press and hold on Register name.

2. Select Register Assets. (Figure 7)

3. Summary of total Assets of an selected register will be displayed.(Figure 8)

Figure 7

Page 12: Inventory Droid Pro

Inventory Droid Pro

12 | P A G E

Figure 8

Page 13: Inventory Droid Pro

Inventory Droid Pro

13 | P A G E

2.7. Export Register

You can export the register details in the selected register to CSV. This feature is only

available through Inventory Web Pro.

2.8. Import Register

Inventory Droid Pro Provides facility to import register details using CSV. This feature is

only available through Inventory Web Pro.

3. Inventory Management You can Add, Scan, Edit, Search & Delete items as required.

Page 14: Inventory Droid Pro

Inventory Droid Pro

14 | P A G E

3.1. Add New Items

Inventory Droid Pro gives you the facility to add an item or to add multiple items to your

inventory List. Items can be added manually or using item scanner.

3.1.1. Add Items using Barcode Scanner

Using the Barcode Scanner feature, you can scan the UPC (Universal Product Code) of

an item and then search matching items in search engines like Google, Amazon, and

upccheck.com. This feature enables the users to fill UPC easily and add items with ease.

To scan Barcode and add item:

1. Login to the Inventory Droid Pro Register

2. Press Menu button

3. Tap on the Scan item

4. capture the Barcode of an item using Android camera

5. UPC field will be filled and Tap update (Figure 17)

6. Tap on That‟s It to add items to the list, Another description, or Forget It to

ignore it.(Figure 18)

7. Tap Save. Item will be added to the inventory list Figure 17

Figure 18

Page 15: Inventory Droid Pro

Inventory Droid Pro

15 | P A G E

3.1.2. Add items manually

To Add New Item Manually:

1. Login to your Inventory Droid Pro register

2. Tap Add Item (Figure 19) on Register page or through Menu button.

3. Type Item data

4. Tap Save. Item will be added to the inventory list.

Figure 19

Figure 20

Page 16: Inventory Droid Pro

Inventory Droid Pro

16 | P A G E

Note

Following Item fields fully configurable from Inventory Web Pro.

3.1.3. Add UPC manually OR using external Bluetooth Scanner

To Add New UPC Manually:

5. Login to your Inventory Droid Pro register

6. Tap Scanner icon (Figure 21) on Register page.

7. Type UPC data and press OK

Figure 21

Page 17: Inventory Droid Pro

Inventory Droid Pro

17 | P A G E

3.2. Managing Existing Items

When a scanned item is found to be already in Inventory because of a matching UPC or

Serial Number (only for custom barcodes), Inventory Droid Pro will popup a message

box with multiple options to help manage Inventory. (Figure 22)

Those options are:

1. The current amount of items in Inventory will be displayed.

2. An option to Increase or Decrease the inventory quantity will be provided. (If

decimal quantity support is enabled, increments will be in decimal else in

whole numbers)

3. An option to create a completely new item description in Inventory for this

UPC.

4. An option to delete this item from Inventory.

5. An option to view this item description in Inventory.

6. An option to move a certain amount of item quantity from this register to

another register. (example: warehouse to shipping dock)

NOTE: Both the source and destination registers needs to be similar in

fields and options. ie: one should be a clone of the other.

Figure 22

Page 18: Inventory Droid Pro

Inventory Droid Pro

18 | P A G E

3.3. View Item list

You will be able to list all the items you have added to your register.

To view Inventory list:

1. Enter the Inventory Droid Pro Register

2. Tap on List All Inventory button. All inventory items will be listed in the

selected register (Figure 23)

Figure 23

Page 19: Inventory Droid Pro

Inventory Droid Pro

19 | P A G E

Figure 24

Note

You can sort these items (Ignore a/an/the in sorting) and align these items as require.

Page 20: Inventory Droid Pro

Inventory Droid Pro

20 | P A G E

3.4. Search Items

If you wish to search for a particular item, you can do so using the search option which is

available in the Main window.

To perform an item search:

3. Login to your Inventory Droid Pro Register

4. Enter search details (Figure 25)

5. Select the category if you know

6. Tap Search Inventory button ,search results will be displayed in the window Figure 25

3.5. Delete an Item

This feature provides facility to remove a Single item or to Remove Multiple items from

your Inventory Lists, in one go.

To delete an item:

1. Search Item or select List Inventory and select item which you want to delete

2. Press and Hold on Item name

Page 21: Inventory Droid Pro

Inventory Droid Pro

21 | P A G E

3. select Delete (Figure 27)

4. select Yes from the popup message, Item will be removed from the inventory

list Figure 27

3.6. Edit an Item

Inventory Droid Pro allows you to update items detail after adding it to the inventory list..

1. Search Item or select List Inventory and select item which you want to edit.

2. Do the modification as you required.

3. Tap Save .Modifications will be saved to the selected item.

Figure 30

Page 22: Inventory Droid Pro

Inventory Droid Pro

22 | P A G E

3.7. View a Photo Image

If an item has an image for Photo or Receipt, the thumbnail of the photo will appear in

item description area.

To view the full image:

1. Search Item or select List Inventory and select item which you want to edit

2. Press on Photo box (or press and hold on Photo box, then press view).

(Figure 31)

Page 23: Inventory Droid Pro

Inventory Droid Pro

23 | P A G E

Figure 31

3.8. Add a Photo Image to an Item

Inventory Droid Pro allows you to add images to items you have added. Images can be

added when you manually Adding an item or editing an item.

To add images to item:

1. Search Item or select List Inventory and select item which you want to edit

2. Tap Snap a photo button () (Figure 31)

3. Capture the snap of an item

4. Tap save.

5. ITEM Photo or receipt will be added.

Note

If images are available for the scanned items, it will be added automatically.

Page 24: Inventory Droid Pro

Inventory Droid Pro

24 | P A G E

3.9. Add an Existing Photo to an Item

Inventory Droid Pro allows you to add existing images to items you have added. Images

can be added when you manually Adding an item or editing an item.

To add images to item:

1. Search Item or select List Inventory and select item which you want to edit

2. Press and hold on Photo box

3. Press on “Add existing photo” (Figure 32)

4. Browser your phone and choose a photo.

5. ITEM Photo or receipt will be added.

Figure 32

Note

If images are available for the scanned items, it will be added automatically.

3.10. Remove an Image

You can remove Photo once you added it into an item.

To remove Photo:

1. Search Item or select List Inventory and select item which you want to

Remove Photo

2. Press and Hold on the photo

3. Tap remove (Figure 32)

Page 25: Inventory Droid Pro

Inventory Droid Pro

25 | P A G E

4. Tap Yes from popup message. Photo will be removed from the Item

details.

3.11. Get Item Retail Price

This feature provides facility to get the Retail price from Google Products site for Single

item, in one go.

To get Retail Price an item:

1. Search Item or select List Inventory and select item which you want to copy

2. Press and Hold on Item name(Figure 33)

3. select Retail Price. Browser will open to Google Products for that item.

Figure 33

3.12. Copy an Item to another Register

This feature provides facility to copy a Single item to another register in Inventory Droid

Pro.

To Copy an item:

4. Search Item or select List Inventory and select item which you want to copy

5. Press and Hold on Item name (Figure 34)

Page 26: Inventory Droid Pro

Inventory Droid Pro

26 | P A G E

6. select Copy to Register

7. select register from the popup list, Item will be copied to other register.

Figure 34

Page 27: Inventory Droid Pro

Inventory Droid Pro

27 | P A G E

3.13. Copy an Item to another Category

This feature provides facility to copy a Single item to another category in Inventory

Droid Pro.

To Copy an item:

1. Search Item or select List Inventory and select item which you want to copy

2. Press and Hold on Item name(Figure 35)

3. select Copy to Category

4. select register from the popup list, Item will be copied to other category.

Figure 35

Page 28: Inventory Droid Pro

Inventory Droid Pro

28 | P A G E

Page 29: Inventory Droid Pro

Inventory Droid Pro

29 | P A G E

3.14. Change Quantity

This feature provides facility to change the quantity item of an item in Inventory Droid

Pro.

To change an item Quantity:

1. Search Item or select List Inventory and select item which you want to change

quantity.

2. Press and Hold on Item name (Figure 36)

3. select Change Quantity

4. Edit the quantity and press “OK”

Figure 36

Page 30: Inventory Droid Pro

Inventory Droid Pro

30 | P A G E

Page 31: Inventory Droid Pro

Inventory Droid Pro

31 | P A G E

3.15. Delete an Item

This feature deletes a specific item.

To delete an item:

1. Search Item or select List Inventory and select item which you want to delete

2. Press and Hold on Item name(Figure 37)

3. select Delete.

Figure 37

Page 32: Inventory Droid Pro

Inventory Droid Pro

32 | P A G E

4. Location Management Once you have added an Item you can its location from a list of locations create using

Inventory Web Pro. The creation of Location lists was disabled in Inventory Droid Pro to

reduce and organize the amount locations in a register.

Refer to Inventory Web Pro for information of creation a Location List.

5. Category Management Once you have added an Item you can categorize it as you required. Inventory Droid

Provides with the facilities to create, Delete, rename & view categorized items.

5.1. Create a Category

You can create category using two methods.

To create category: (method 1)

1. Login to Inventory Droid Pro Register

Page 33: Inventory Droid Pro

Inventory Droid Pro

33 | P A G E

2. Press Menu button

3. Tap on Categories

4. Again press Menu button

5. Tap New Category

6. Type category Name(Figure39)

7. Tap Create category will be created and it will display under item details All

categories list. (Figure40)

To create category: (method 2)

1. Login to Inventory Droid Pro Register

2. Enter an item description page.

3. Go to Category dropdown

4. Press “Add”

5. Enter new Category name and press “OK”

6. New Category will be automatically chosen.

Figure 39

Page 34: Inventory Droid Pro

Inventory Droid Pro

34 | P A G E

Figure 40

Note

Page 35: Inventory Droid Pro

Inventory Droid Pro

35 | P A G E

If you don‟t want to allocate an item to a category you can select „No category‟ from

category list.

5.2. View Category

You can view Items under selected category using this feature.

To view category:

1. Login to Inventory Droid Pro Register

2. Press Menu button

3. Tap on Categories

4. Press and Hold on category name which you want to view

5. Select view from Manage category. Items allocated to the selected category

will be displayed (Figure 41)

Figure 41

Page 36: Inventory Droid Pro

Inventory Droid Pro

36 | P A G E

5.3. Rename a Category

You can rename already created category as you required.

To rename category:

1. Login to Inventory Droid Pro Register

2. Press Menu button

3. Tap on Categories

4. Press and Hold on category name which u want to rename

5. select Rename from Manage category

6. Type new name(Figure42 )

7. Tap rename button .category will be renamed and display in the category list.

Figure 42

Figure 43

Page 37: Inventory Droid Pro

Inventory Droid Pro

37 | P A G E

5.4. Delete a Category

For security reasons, this option is only available in Inventory Web Pro.

5.5. View Summary of Total Assets in a Category

NOT IMPLEMENTED IN PRO YET.

Category assets will display summary totals of QTY, total cost, total assets, etc….in a

selected category.

To view spread sheet of category assets:

1. Login to Inventory Droid Pro Register

2. Press Menu button

3. Tap on Categories

4. Press and Hold on category name which u want to view summary of.

6. Register Settings Inventory Droid Pro‟s Register setting allows you to change register password, set default

settings of a register, change inventory list settings etc…

6.1. Set the General Settings of a Register

This feature allows you to set the default settings of your register.

To set default register:

Page 38: Inventory Droid Pro

Inventory Droid Pro

38 | P A G E

1. Login to Inventory Droid Pro Register

2. Press Menu button

3. Tap on settings

4. Go to General settings tab

5. Set the default setting as required.

Default Currency - List of world currencies.

Default Image Size- High is max of 3.2MP, medium is half of

maximum, and low is thumbnail size.

Quick Scan(scan back to back items) – Continuous scanning back

to back without having to press "Scan" button

Disable Item Description search – this will disable the item

description search

Prompt for Scan Item Quantity – when adding items using barcode

scanning it will prompt to set item quantity if this is enabled.

Enable Negative value Quantity – you will allow to put negative

values for the Item Quantity.

Ignore a/an/the in sorting – if this is enable Articles in front of the

item name (a/an/the) will ignore when sorting items

Enable decimal value quantity – for decimal quantity values and

arithmetic.

6. Tap save

Figure 49

Page 39: Inventory Droid Pro

Inventory Droid Pro

39 | P A G E

6.1.1. Select default Currency

Inventory Droid Pro support multiple currencies such as USD, ARS, CAD, CHF, etc…

To set default currency:

1. Login to Inventory Droid Pro Register

2. Press Menu button

3. Tap on settings

4. Go to General settings tab

5. select Default currency

6. Tap save. Selected currency will be saved as default currency.

Note

You can change the currency when you adding a new item or editing an item.

6.1.2. Default Image Size

Inventory Droid Pro supports a medium level of image resolution and size. This image

resolution setting is only for images taken by phone‟s or device‟s camera, and NOT for

images downloaded from online database sites.

Since phone and device camera resolution keep increasing with new phones and

technologies, it is important to manage the size of such images since a 5MP camera

phone results in a 1.5Mbyte image, which in part takes lots of space.

Page 40: Inventory Droid Pro

Inventory Droid Pro

40 | P A G E

The default setting for images resolution for new registers is set to Medium, where:

Full size = Full Camera Resolution (max is 3.2MP)

Medium size = Full divided by 2

Low size = Lowest resolution (icon size)

6.2. Set the List Settings of a Register

6.2.1. Align Items

You can align items in Inventory Droid Pro list as you required.

To align items:

1. Login to Inventory Droid Pro Register

2. Press Menu button

3. Tap on settings

4. Go to List settings tab

5. select the align option

Center – list items will be align in the middle

Left – list items will be align to left

6. Tap save from General settings Tab. Figure 51

Page 41: Inventory Droid Pro

Inventory Droid Pro

41 | P A G E

6.2.2. List Register Items with Second Column of Your Choice.

You can manage columns in your inventory list as you required

To manage column in inventory list:

1. Login to Inventory Droid Pro Register

2. Press Menu button

3. Tap on settings

4. Go to List settings tab

5. select column option

One column – only the item name will be displayed in inventory list

Two column – two columns will be displayed in inventory list with

item name and the selected column.

6. if select two column, select the column name which you want to display

7. Tap save from General settings Tab.

Page 42: Inventory Droid Pro

Inventory Droid Pro

42 | P A G E

6.3. Manage Item Fields

You enable/disable existing fields or can add new field to your item details as you

required. This option was moved to Inventory Web Pro to streamline and standardize

those field settings.

7. Retail and UPC Search Options Inventory Droid Pro‟s supports search options from supported countries under Amazon

and Google. To change your Amazon and Google search country, do the following:

1. Login to Inventory Droid Pro Register

2. Press Menu button

3. Tap on settings

4. Go to Search Options

5. Choose Amazon and Google Base countries.

NOTE: The search results and their accuracy are dependent on Google and Amazon and

their availability and activeness in set country.

Page 43: Inventory Droid Pro

Inventory Droid Pro

43 | P A G E

8. Custom Barcode Scanning Inventory Droid Pro‟s Custom Barcode Scanning allows the user to create custom 250

text QR Codes using sites as in:

http://www.google.com/search?q=qr+code+generator&ie=utf-8&oe=utf-

8&aq=t&rls=org.mozilla:en-US:official&client=firefox-a

8.1. In General

Those custom barcodes can be created in a way to auto-fill into Inventory Droid Pro upon

scanning by using comma separated fields following the syntax:

@#@ , <ITEM NAME>, <CATEGORY> , <OTHER FIELD1> , …, <OTHER

FIELDn>

8.2. Creating Custom Barcode

To create a custom barcode to use with Inventory Droid Pro do the following steps:

1. Do an Export to CSV of the register you want to use custom barcodes with.

2. Edit the resulting CSV file by removing all lines EXCEPT the first. You will be

left with something like: Name,Category,Brand,Location,Cost,Retail Cost,Currency,Model,Serial,Quantity,UPC,Purchase Date,Purchase Location,Notes

3. Replace the field names with your item information. Example: Samsung Phone,Home Stuff, Samsung, At home, 400.00, 500.00, USD, 9H11,,,,463246933459,2010-10-25,Best Buy, Android

Note:

a) Make sure to keep place holders for ALL fields not used by using empty

commas “,,”

b) Make sure to following the YYYY-MM-DD date syntax

c) Make sure the Category exists already in Register.

d) Make sure currency is valid (USD,EUR,CAN…etc)

4. Add custom barcode symbol @#@, to beginning. Example:

Page 44: Inventory Droid Pro

Inventory Droid Pro

44 | P A G E

@#@,Samsung Phone,Home Stuff, Samsung, At home, 400.00, 500.00, USD, 9H11,,,,463246933459,2010-10-25,Best Buy,

Android

5. Go to your favorite QR Code creator site. Ex: http://qrcode.kaywa.com/

6. Create a “Text” QR code and fill it with the following line: @#@,Samsung Phone,Home Stuff, Samsung, At home, 400.00, 500.00, USD, 9H11,,,,463246933459,2010-10-25,Best Buy,

Android

8.3. Scanning Custom Barcode

To scan a custom barcode is similar to scanning any commercial barcode. The

difference is that custom barcodes provide more user-specific information that will be

auto-filled. Use Add Items using Barcode Scanner.